For many years we operated as a part of Whitehead Monckton solicitors, providing financial planning and wealth management in addition to the legal services provided by the firm.
In 2013 the team became a commercially independent branch of Raymond James Investment Services. We recognised the importance of being able to offer our personalised service matched with international investment and product research.
As the Weald of Kent branch of Raymond James, we can provide a comprehensive financial and investment management service to all our clients. We still have a close relationship with Whitehead Monckton, enabling them to provide advice on succession and tax planning as a component part of the overall financial planning for clients.
Our investment knowledge
As individuals we have many years of experience in advising clients and managing their investments. Raymond James has been established in the UK for over 10 years and in America for over 50 years. We provide a full investment portfolio management service. We can also advise you regarding ISAs, pensions (including SIPPs and SSASs), corporate accounts and trusts.
Our affiliation with Raymond James.